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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

478 hedge funds and large institutions have $4.63B invested in SPDR S&P Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 27 closing their positions.

Holders
478
Holders Change
+14
Holders Change %
+3.02%
% of All Funds
12.76%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
1.31%
New
45
Increased
171
Reduced
169
Closed
27
Calls
$25.3M
Puts
$10.9M
Net Calls
+$14.4M
Net Calls Change
+$2.57M

Top Buyers

1
GFG
1
Gray Financial Group
Georgia
$48.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$324M
4
BCM
4
Brookstone Capital Management
Illinois
$15.3M
5
SB
5
Simmons Bank
Arkansas
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$941M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
UBS Group
3
UBS Group
Switzerland
$204M
4
AWE
4
Avidian Wealth Enterprises
Texas
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$177M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$941M 11,775,231 -7,552,574 -39%
Morgan Stanley
2
Morgan Stanley
New York
$324M 4,056,572 +207,754 +5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$258M 3,229,945 +28,895 +0.9%
UBS Group
4
UBS Group
Switzerland
$204M 2,549,582 -338,992 -12%
Wells Fargo
5
Wells Fargo
California
$188M 2,350,571 -1,075,461 -31%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$177M 2,208,215 -184,816 -8%
RJA
7
Raymond James & Associates
Florida
$161M 2,008,296 -34,752 -2%
SB
8
Suntrust Banks
Georgia
$140M 1,746,170 -32,799 -2%
JIC
9
Joel Isaacson & Co
New York
$132M 1,653,853 +64,951 +4%
LPL Financial
10
LPL Financial
California
$132M 1,667,778 +16,794 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$72.9M 912,004 +390,309 +75%
CIA
12
Capital Investment Advisors
Georgia
$61.7M 772,004 -11,467 -1%
V
13
Veritable
Delaware
$60M 750,939 +41,517 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$53.6M 670,925 +5,965 +0.9%
GFG
15
Gray Financial Group
Georgia
$48.4M 605,828 +413,103 +214%
PV
16
Private Vista
Illinois
$48.1M 584,607 +105,039 +22%
HNB
17
Huntington National Bank
Ohio
– – – –
1SB
18
1ST Source Bank
Indiana
$40.4M 505,133 +25,149 +5%
DWM
19
Destination Wealth Management
California
$34.7M 472,044 – –
UCFA
20
United Capital Financial Advisors
Texas
$34.4M 430,100 -78,581 -15%
LW
21
Linscomb Wealth
Texas
$33.4M 417,609 -2,105 -0.5%
AllianceBernstein
22
AllianceBernstein
Tennessee
$33M 413,193 -158,391 -28%
AWE
23
Avidian Wealth Enterprises
Texas
$30.4M 380,125 -223,803 -37%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$29.8M 373,185 +50,956 +16%
BUB
25
BBVA USA Bancshares
Texas
$28.4M 355,006 -50,506 -12%
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